Navigation Wealth Management’s Nuveen ESG International Developed Markets Equity ETF NUDM Stock Holding History

Navigation Wealth Management’s Portfolio NUDM Stock Details NUDM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-1	Closed	–	–	32
2022 Q3	$0	Hold	1	–	–	﹤0.01%	41
2022 Q2	$0	Sell	1 -42	-98%	-$1.13K	﹤0.01%	43
2022 Q1	$1K	Hold	43	–	–	0.01%	35
2021 Q4	$1K	Hold	43	–	–	﹤0.01%	52
2021 Q3	$2K	Buy	43 +2	+5%	+$64	0.01%	65
2021 Q2	$1K	Buy	41 +40	+4,000%	+$1.26K	﹤0.01%	67
2021 Q1	$0	Buy	+1	New	+$30	﹤0.01%	59

Other funds holding NUDM

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

Navigation Wealth Management's NUDM Position: Q4 2022 in Review

Navigation Wealth Management sold out of Nuveen ESG International Developed Markets Equity ETF (NUDM) in Q4 2022, closing a stake of 1 share.

Navigation Wealth Management first reported a position in NUDM in Q1 2021 and held it in 7 quarters. The position peaked at $2K in Q3 2021. 87 funds tracked by Wall St. Rank hold NUDM as of Q4 2022.

Navigation Wealth Management reported no remaining Nuveen ESG International Developed Markets Equity ETF position as of Q4 2022 after selling out during the quarter.
Navigation Wealth Management sold 1 Nuveen ESG International Developed Markets Equity ETF share in Q4 2022.
Navigation Wealth Management first reported a position in Nuveen ESG International Developed Markets Equity ETF in Q1 2021 and held it in 7 quarters.
Navigation Wealth Management's Nuveen ESG International Developed Markets Equity ETF position peaked at $2K in Q3 2021.
87 funds tracked by Wall St. Rank held Nuveen ESG International Developed Markets Equity ETF as of Q4 2022.

Based on Navigation Wealth Management's 13F filing for Q4 2022, filed 6 Jan 2023.